Prevail Innovative Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.17M	Sell
2025 Q1	$6.2M	Sell
2024 Q4	$9.41M	Buy
2024 Q3	$4.52M	Buy
2024 Q2	–	Sell
2024 Q1	$541K	Sell
2023 Q4	$1.72M	Buy
2023 Q3	$1.53M	Buy